Compare · 4 funds side by side · dividends reinvested

SQLV, JEPQ, IJR and SCHD

SQLVFranklin Templeton×JEPQJ.P. Morgan×IJRiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

SQLV, JEPQ, IJR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.7

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B2.9

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$39M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · JEPQ 2022 · IJR 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

SQLV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SQLVMeasureJEPQ

+22.6%Year to dateJan 1 → Nov 5+8.5%

+28.3%1 yearTotal return+9.3%

+16.8%3 years · per year$10,000 became $15,951 · $17,406+20.3%

+7.5%5 years · per year$10,000 became $14,355 · […][…]

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

1.03%Trailing 12-mo yield$103 · $1,217 a year on $10k12.17%

−7.7%Worst dropSmaller is better−8.8%

16.5%VolatilityLower is calmer15.5%

SQLVJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4JEPQ wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs JEPQ: Top 5 Holdings

Today

SQLV

4.5%in top 5

JEPQ

in top 528.3%

SQLVStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SQLV vs JEPQ Returns, Every Period

Franklin TempletonSQLV

+28.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

SQLVJEPQFaded: behind in that period

2–1SQLV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs JEPQ

YTD

Franklin TempletonSQLV

+22.6%

JEPQJ.P. Morgan

+8.5%

+22.6%Year to date+8.5%

−7.7%Worst drop · 1Y−8.8%

16.5%Volatility · 1Y15.5%

1.0%Yield12.2%

$39.4MAssets$42.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, JEPQ, IJR, SCHD

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SCHD0.06%$6

JEPQ0.35%$35

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, JEPQ, IJR, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

IJR1.24%$124

SQLV1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

IJR$124 − $6 = $118

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPQ, IJR, SCHD

Today

15.3%most shared, SQLV and IJR

SQLVJEPQIJRSCHD

SQLV—0.0%15.3%0.5%

JEPQ0.0%—0.0%3.8%

IJR15.3%0.0%—1.2%

SCHD0.5%3.8%1.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026